Members update their details. You decide how changes work.

Enable self-service and choose which contacts can use it. Access criteria include contact types, contact segments, departments, and tags. The view concerns the linked contact; it does not grant general access to your membership database.

For each property, choose whether it is hidden, shown for reference, editable after review, or editable immediately. Available options depend on the property itself. For example, you might allow phone number changes immediately while requiring a staff member to check a different type of update. Start with the information members regularly ask your team to correct.

For a property requiring review, the requested value stays separate from the current value until a decision is made. Your team can see who submitted the update and compare the two values. Choose reviewers in the self-service settings and use rules for different groups of contacts. Administrative access can be limited to assigned changes.

A reviewer accepts or rejects a request. Accepting it applies the reviewed value to the relevant record. If the underlying value has changed in the meantime, campai checks for a conflict before an older review decision can overwrite the newer information.

Accepted changes flow into the associated contact information. Fields configured for immediate changes do not require a separate approval. Where you enable an editable document property, members can also submit a file with the information required by that property.

Self-service remains part of your membership administration. It is not a public directory or a substitute for reviewing a required document with its own validity period. Use the required-documents workflow for those checks. A small, clearly configured set of properties gives your team a useful starting point before you make additional details available.